FinMate AI
AI By Advisors For Advisors
Developer: Trellish Corp
App Size: 39.8 MB
Release Date: Nov 16, 2023
Price: FREE
Business »
FinMate AI
Screenshots for App
iPhone
iPad
More Screenshots for iPad
iMessage
AI for Financial Advisors, by Financial Advisors
Automate your Financial Advisory note taking, now on the go! FinMate AI records your meetings.
With the FinMate App, you can have FinMate take notes for your in person meetings.
Your data is secured, backed by our SOC2 Certification.
* Record with one tap
* Review and Playback
* Control your event list
Terms of Use(EULA) - https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Privacy Policy - https://www.finmate.ai/privacy
Automate your Financial Advisory note taking, now on the go! FinMate AI records your meetings.
With the FinMate App, you can have FinMate take notes for your in person meetings.
Your data is secured, backed by our SOC2 Certification.
* Record with one tap
* Review and Playback
* Control your event list
Terms of Use(EULA) - https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Privacy Policy - https://www.finmate.ai/privacy
FinMate AI 2.1 Update
Oct 9, 2025 Version History
minor ui and logging. delete account option.
~Trellish Corp
~Trellish Corp
More Information about: FinMate AI
Price:
FREE
Version:
2.1
Compatibility:
Requires Requires iOS 15 or later
Bundle Id:
com.finmate.ai
Size:
39.8 MB
Genre:
Business
Release Date:
Nov 16, 2023
Last Update:
Oct 9, 2025
Content Rating:
4+
Developer:
Trellish Corp
Language:
English -
All Apps & Games Created by: Trellish Corp
Latest Apps & Games
